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大行評級|DA Davidson:下調微軟評級至“中性” 亞馬遜AWS和谷歌GCP較Azure更具優勢
格隆匯 09-24 14:02
DA Davidson分析師Gil Luria將微軟的投資評級從“買入”下調至“中性”,將目標價維持在475 美元不變,這仍意味着較當前水平有約一成上升空間。分析師指出,微軟早於市場的投資並推出具商業價值的產品,步伐領先亞馬遜和谷歌。從那時起,亞馬遜和谷歌已經投入資金追趕微軟,我們認為現在可以説他們已經開始趕上了。展望未來,分析師認為AWS (亞馬遜網絡服務)和GCP(谷歌雲端平台)實際上比微軟Azure更具優勢,因為他們有能力將自家研發芯片應用到他們的資料中心,成本比起英偉達芯片低得多,但微軟目前仍未生產出自研芯片。分析師指,微軟對英偉達的依賴程度如此之高,以至於它幾乎將財富從自己的股東轉移到了英偉達的股東身上。
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